Balances is the default view of your finances in Accounting. Here, in one list, you can see your cash flow — both debits and credits — for a given date range and/or for a client specific filter.
From the Balances view, you can:
A) Open — This allows you to select an invoice in your list and open the invoice to edit details, enter payments, and send the invoice to a recipient.
B) Mark as Paid — This marks the invoice as paid.
C) Delete — This cancels the invoice.
D) Search and filters — Refine your list of invoices by searching using specific criteria. Enter a keyword in the Search field. Check Search All Time to include entire transaction history in search. The drop down indicates the field you wish to search for the keyword.
E) Client filter — Filter invoices based on specific client using the drop–down menu.
F) Edit columns — Click the Columns drop–down to add or remove columns from your list of invoices. Drag and drop the column to rearrange their order and double–click the columns to alphanumerically sort the data in ascending or descending order.
G) Date range filters — Select a date range for when transactions occurred, such as Last 90 Days as shown in the example above.
H) Status filters — Displays a list of standard filters, including Paid, Unpaid, Past Due, and Cancelled as well as common past due milestones, from less than 30 day to more than 90 days.
I) Go to page — Move to a designated page of data.
J) Show rows — Control how many rows are displayed per page in the grid.
K) Back or Next — Move sequentially between multiple pages of data.